Noorvest LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,576,897
Clients
12
Advisors
1
of 1 employees
About
NoorVest LLC provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations and business entities, operating with a relatively small client base and modest assets under management. The firm offers ongoing portfolio monitoring, periodic reviews and planning deliverables, and also provides services for held‑away retirement and HSA accounts through third‑party platforms.
The firm’s investment approach is built around a Halal‑compliant screening process that excludes companies with more than 5% revenue from specified non‑Halal activities and applies AAOIFI financial ratios, and it restricts certain techniques (for example, margin, short selling and options). NoorVest uses third‑party Halal screening tools, may hire sub‑advisors while retaining responsibility for Halal compliance, and applies proprietary macroeconomic models (MacroCast® and MicroCast®) in its tactical SMA portfolios while using Orion for portfolio accounting and reporting.
Noteworthy differences from many independent peers include use of fixed membership and flat fees rather than a standard percentage‑of‑AUM fee schedule and an ownership structure described in the brochure (NoorVest P.A. as the adviser’s owner) rather than a simple sole‑proprietor presentation. The brochure also highlights model‑driven, tactical portfolios and related performance reporting (including model or hypothetical performance tied to its proprietary models) and describes use of third‑party platforms for held‑away participant account management and the firm’s practice of covering certain sub‑advisor fees.
Client services
Expertise
Fee options
Financial planning fees between $2,500 and $7,500.
$100,000 - $500,000: $2,388 annually ($199 monthly) - Silver Package $500,000 - $1,000,000: $5,988 annually ($499 monthly) - Gold Package $1,000,000 - $2,000,000: $11,988 annually ($999 monthly) - Platinum Package $2,000,000 - $5,000,000: $23,988 annually ($1,999 monthly) - Diamond Package $5,000,000 - $10,000,000: $37,500 annually ($3,125 monthly) - Private Package $10,000,000 - $25,000,000: $60,000 annually ($5,000 monthly) - Private Plus Package $25,000,000 - $50,000,000: $120,000 annually ($10,000 monthly) - Private Signature Package
Ongoing financial planning at $2,400/year, charged quarterly in arrears.
Account minimum: $100,000 Minimum fee: Flat fees between $2,500 and $7,500 for financial planning; ongoing financial planning fees at $2,400/year charged quarterly. Fee-only: Flat fees for financial planning ($2,500 - $7,500) and ongoing financial planning ($2,400/year).
Main office
Leesburg VA
Advisors at this office
1
Most active in
California · Florida · Maryland · New York · North Carolina · Virginia
Also doing business as
Noorvest · Noorvest LLC · Wealthisor LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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